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Enerflo 1.0 API
Legacy Documentation
Where's my API Key?
Lead Gen API
Add a Customer/Lead
post
Appointments
Get All Appointments for a Customer
get
Get Appointment Details
get
Create an Appointment for a Customer
post
Update an Appointment
put
Change Orders
Get Details About a Change Order
get
Get Most Recent Completed Change Order for an Install
get
Companies
Get Details About a Company
get
Get Zipcodes from Markets
get
Customers
Retrieve a Customer (using the Enerflo Customer ID)
get
Retrieve a Customer (using the PK value of a remote system)
post
Create a Deal for an Enerflo Customer
post
Get all Customers
get
Update the Details of a Customer
put
Get all Notes associated with a Customer
get
Create a Note for a Customer
post
Delete a Customer Note
del
Get Market info associated to a Customer's location
get
Deals & Surveys
Get Deal Info (v1)
get
Get Deal Info (v3)
get
Get All Deals
get
Update a Deal
post
Attach a File to a Deal
post
Equipment
Get Details About All Panels
get
Get Details About All Inverters
get
Installs
Create a Lead with an Install
post
Search for an Install Record using a Customer or Survey ID
get
Search for an Install record using a Deal ID from Enerflo 2.0
get
Get Install Info (v3)
get
Get a list of Installs
get
Get all Notes for an Install
get
Create a note for a specific installation
post
Update Install Project Milestones
put
Get Installer Meta Data
get
Get all Install statuses
get
Update the Status and Details of an Install (v3)
put
Remove a Project Contact from an Install
del
Add a Contact to an Install
post
Remove a Note from an Install
del
Toggle the `completed` flag for an Install Note
put
Install Reports
Get All Install Reports
get
Get Details About an Install Report
get
Delete an Install Report
del
Loan Products
Get Details About all Loan Products
get
Offices
Get Details About all Offices
get
Get Details About an Office
get
Products
Get Products
get
Tasks
Get a list of Tasks for a Customer
get
Get a list of Tasks for my Company (GET)
get
Get a list of Tasks for my Company (POST)
post
Create a Task (Notify Multiple Users)
post
Update a task
put
Users
Get a list of Users
get
Get User Info (single User)
get
Add a User
post
Update a User
put
Utilities
Get Details About all Utility Providers
get
V1/V2 Lookups
Lookup a V1 object using a V2 ID
post
Search Integration Maps
get
Webhook Management
Create a new Webhook subscription
post
Update an existing Webhook subscription
put
Delete an existing Webhook subscription
del
Get all existing Webhook subscriptions
get
View logs of recent Webhook Events
get
USER AUTHENTICATION
Direct Authentication
Supply User Credentials and receive an `access_token`
post
Supply `access_token` to Authenticate
get
Check if the Provided API Key is Valid
get
Delegated Authentication
Check Auth - Do I Need a JWT Token
get
Request a JWT Authentication Token
post
Exchange JWT Token for Session (Header Method)
get
Exchange JWT Token for Session (Param Method)
get
Other
CallPilot
CallPilot - Retrieve Welcome Call Details
get
Get The Referral
Schedule Audit
get
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